Dürr Aktiengesellschaft (DURYY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the Dura Conference call for the preliminary figures for the third half of 2025, followed by a Q&A session. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Matthias Christen. Please go ahead. Thank you very much. Welcome, ladies and gentlemen. This is Matthias Christen from DUR-AG's investor relations team. Thanks a lot for joining us. The short notice of the last night's talk announcement, technical advice, the presentation slides of today can be found on our website, and we assume that you have it in front of you. Please note that this call replaces the call announced for the publication of our Q2 results, so there will be no further call on August 7. As usual, the call will be hosted by our CEO, Jochen Weihrauch, who is joining us from a business trip to China today, and of course by our CFO Dietmar Heinrich, who is with me. After the statements performed by Jochen and Dietmar, we will be happy to answer your questions. Now I hand over to Jochen. Please go ahead. Thank you, Matthias. Good afternoon, ladies and gentlemen. Also a warm welcome from my side today out of Shanghai. Following our announcement yesterday, it is important to us to get in touch with you as soon as possible. Let's start on page three of the presentation. Looking at the second quarter, there are a few things to note. First, I'm sure you're well aware of the geopolitical environment and its implications. The fragile environment in trade policies caused significant investment uncertainty. As a result, we record it weak order intake in Q2. Furthermore, we have also observed a much slower than expected development in the e-mobility se...